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Nonprofit · EIN 75-2993148

THE SOUTHERN DOCUMENTARY FUND

Tax-exempt · BURLINGTON, NC 27216

Financials

$1.4M$826K2023$1.5M$1.2M2024
Revenue Expenses · by fiscal year end
Financials of THE SOUTHERN DOCUMENTARY FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$1,485,061$1,219,529$265,532$1,245,596$204,328$1,041,268
December 31, 2023990$1,416,684$825,862$590,822$881,672$105,936$775,736
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$422,249
of which government grants
$137,692
Program service revenue
$1,040,803
Investment income
$22,009
Other revenue
$0

Expenses

Grants and similar amounts paid
$129,861
Compensation of officers, directors and key employees
$102,333
Other salaries and wages
$147,905
Salaries, compensation and benefits (total)
$276,559
Professional fundraising fees
$0
Accounting fees
$42,690
Occupancy
$2,996
Travel
$26,407
Depreciation
$137
Program services (functional)
$1,049,760
Management and general (functional)
$169,769

Balance sheet and other

Total assets, start of year
$881,672
Total assets, end of year
$1,245,596
Total liabilities, end of year
$204,328
Net assets, end of year
$1,041,268
Land, buildings and equipment
$21
Net assets without donor restrictions
$525,997
Net assets with donor restrictions
$515,271
Gross receipts
$1,485,061
Employees
6
Volunteers
11
Year formed
2002
State of legal domicile
NC

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
CLINT JUKKALAEXECUTIVE DIRECTOR
Officer
40$102,333
ELLEN STOLZMANPRESIDENT
Trustee or director, Officer
1$0
IRENE OAKLEY-JOHNSONVICE PRESIDENT
Trustee or director, Officer
1$0
FIRAS QURANSECRETARY
Trustee or director, Officer
1$0
BOBBY DONALDSONBOARD MEMBER
Trustee or director
1$0
MEI-YEN IRELANDBOARD MEMBER
Trustee or director
1$0
ERIC JOHNSONBOARD MEMBER
Trustee or director
1$0
WILLIAM LINKBOARD MEMBER
Trustee or director
1$0
STEVEN RAETSBOARD MEMBER
Trustee or director
1$0
NICOLE TRICHEBOARD MEMBER
Trustee or director
1$0
990 for the year ended December 31, 2023: 12 people
NameTitleHours / weekCompensation
KRISTY BRENEMANFORMER EXECUTIVE DIRECTOR
Officer
40$31,231
CLINT JUKKALAEXECUTIVE DIRECTOR
Officer
40$16,667
ELLEN STOLTZMANVICE PRESIDENT
Trustee or director, Officer
1$0
IRENE OAKLEY-JOHNSONTREASURER
Trustee or director, Officer
1$0
A KIRSTEN MULLENSECRETARY
Trustee or director, Officer
1$0
ERIC JOHNSONBOARD MEMBER
Trustee or director
1$0
FIRAS QURANSECRETARY
Trustee or director, Officer
1$0
MARK SLOANBOARD MEMBER
Trustee or director
1$0
MEI-YEN IRELANDBOARD MEMBER
Trustee or director
1$0
NICOLE TRICHEBOARD MEMBER
Trustee or director
1$0
STEVEN RAETSBOARD MEMBER
Trustee or director
1$0
WILLIAM LINKBOARD MEMBER
Trustee or director
1$0

Address and contacts

Address (IRS master file)
PO BOX 2614, BURLINGTON, NC 27216-2614
Principal officer (990 for 2024)
CLINT JUKKALA, PO BOX 2614, BURLINGTON, NC 27216
Signed the 990
CLINT JUKKALA, EXECUTIVE DIRECTOR
Phone
(919) 308-3714
Return prepared by
CLIFTONLARSONALLEN LLP

Mission

THE SOUTHERN DOCUMENTARY FUND (SDF) IS AN ARTS NONPROFIT THAT CULTIVATES DOCUMENTARY MEDIA MADE IN OR ABOUT THE SOUTH. INSPIRED BY OUR BELIEF THAT MEDIA HAS THE POWER TO CHANGE LIVES, WE PROVIDE MAKERS WITH DIVERSE RESOURCES, INCLUDING GRANTS, FISCAL SPONSORSHIP, MENTORSHIP, COMMUNITY AWARENESS, EDUCATION, AND TRAINING, ALL TO CHAMPION SOUTHERN DOCUMENTARY AND LOWER BARRIERS TO ENTRY FOR NEW AND EMERGING MAKERS.

990 for the year ended December 31, 2024

Program accomplishments

  • SDF PROVIDES FISCAL SPONSORSHIP FOR DOCUMENTARY PROJECTS. SDF SERVED 100 FILMMAKER PROJECTS. SDF MARSHALS' RESOURCES THROUGH GRANTS, INDIVIDUAL CONTRIBUTIONS, AND CROWD FUNDING, SPONSORED PROJECTS RECEIVE VALUABLE BENEFITS INCLUDING CONSULTATIONS WITH LEGAL, DISTRIBUTION, AND OUTREACH PROFESSIONALS. SDF'S CURRENT SPONSORSHIP RATE IS 6%.
    Expenses $919,899 · revenue $1,040,803
  • THE SDF MENTORSHIP PROGRAM IS DESIGNED TO PAIR ESTABLISHED FILMMAKERS AND INDUSTRY EXPERTS WITH EMERGING AND NEW FILMMAKERS. WE PROVIDE SUPPORT, WHICH INCLUDES FILMMAKING GRANTS AND MONTHLY MENTORSHIP MEETINGS WITH FILMMAKERS WHO HAVE IMPACT ON THE COMMUNITY.
    Expenses $129,861 · grants $129,861

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Check at the IRS
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
75-2993148
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2002
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,437,503
Income (IRS master file)
$2,458,625

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$1,485,061$1,219,529$1,245,596XML
990December 2023$1,416,684$825,862$881,672XML
990December 2022$742,475$1,001,353$271,378IRS
990December 2021–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 75-2993148).

Questions about THE SOUTHERN DOCUMENTARY FUND

What is the EIN of THE SOUTHERN DOCUMENTARY FUND?
The employer identification number (EIN) of THE SOUTHERN DOCUMENTARY FUND is 75-2993148.
Is THE SOUTHERN DOCUMENTARY FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
Are donations to THE SOUTHERN DOCUMENTARY FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does THE SOUTHERN DOCUMENTARY FUND file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of THE SOUTHERN DOCUMENTARY FUND due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE SOUTHERN DOCUMENTARY FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of THE SOUTHERN DOCUMENTARY FUND?
The 990 for the year ended December 31, 2024 names CLINT JUKKALA.
Who are the officers and directors of THE SOUTHERN DOCUMENTARY FUND?
The 990 for the year ended December 31, 2024 lists 10 people; 1 received compensation from the organization, the highest $102,333 (CLINT JUKKALA, EXECUTIVE DIRECTOR).
How much revenue does THE SOUTHERN DOCUMENTARY FUND have?
On its 990 for the year ended December 31, 2024 it reported revenue of $1,485,061, expenses of $1,219,529 and total assets of $1,245,596 at year end.

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